Claris Financial’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Claris Financial’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$697K	Sell	8,797 -80	-0.9%	-$6.38K	0.38%	69
2025 Q4	$708K	Sell	8,877 -416	-4%	-$33.2K	0.38%	70
2025 Q3	$743K	Buy	9,293 +2,587	+39%	+$206K	0.42%	55
2025 Q2	$533K	Sell	6,706 -3,381	-34%	-$266K	0.4%	69
2025 Q1	$787K	Hold	10,087	–	–	0.52%	47
2024 Q4	$787K	Buy	+10,087	New	+$791K	0.52%	47

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Claris Financial's VCSH Position: Q1 2026 in Review

Claris Financial reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.9% in Q1 2026, selling an estimated $6.38K and leaving 8,797 shares worth $697K. The position accounts for 0.38% of the portfolio, ranked #69.

Claris Financial first reported a position in VCSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $787K in Q1 2025. 1,457 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Claris Financial held 8,797 shares of Vanguard Short-Term Corporate Bond ETF worth $697K as of Q1 2026.
Claris Financial sold 80 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $6.38K.
Vanguard Short-Term Corporate Bond ETF made up 0.38% of Claris Financial's portfolio in Q1 2026, its #69 holding.
Claris Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Claris Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $787K in Q1 2025.
1,457 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.